Our Services

Financial Life Plans

Comprehensive, Personalized Financial Planning

• Goal-setting, Risk evaluation, and Portfolio Development 

• Cash-Flow Management / Budgeting

• Investment Management

• Tax minimization

• Retirement, education, and estate planning

• Scenario modeling, forecasting, and Monte Carlo analysis

• Debt Management

• Insurance guidance

​

Cost: 1% of Annual Gross Income + 0.5% of Investable Assets

Wealth Management

On-Going Advice, Coaching, Management and Review

• On-Demand Advice in all areas of your Financial Life Plan

• On-going Wealth Management

• Tax Minimization Strategies

• 1-on-1 Review and Action Item meetings at least twice / year

• Action Item Accountability

• Income Tax Preparation (depending on complexity)

• Financial Education articles regularly (if desired)

​

Cost: $250-$850/month (based on complexity)

One-time Problem-Solving

Typically 1-1.5 hours

• General Financial Advice

• Investments: 2nd Opinion

• Asset Allocation for Tax Efficiency

• Tax Minimization Advice

​

Cost: $300 or $500